Law Office Of David J. Berney, P.C 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Law Office Of David J. Berney, P.C
  • Sponsor EIN: 262517340
  • Sponsor Address: 1628 JFK BOULEVARD, SUITE 1000, PHILADELPHIA, PA, 19103
  • Plan Type: 401(k)
  • Total Participants: 2
  • Total Assets: $2.0M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$2.0M$81,031$53,500
20232$1.6M$67,014$52,500
20222$1.3M$76,422$53,373

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